See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,966 | $159,934-93.8% | $147,005-93.2% | $145,959-93.2% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+15.0pp |
| Annual return | 16.06% | 98.24%-82.2pp | 418.76%-402.7pp | 561.95%-545.9pp |
| Employer contribution / active EE | $2,614 | $5,287-50.6% | $4,934-47.0% | $4,661-43.9% |
| Participant deferral / active EE | $7,389 | $8,427-12.3% | $8,070-8.4% | $6,689+10.5% |
| Admin fee / account holder | $3,889 | $15,053-74.2% | $13,006-70.1% | $13,398-71.0% |